407-210-3888
AllGen Financial Advisors, Inc.
  • The Team
  • The Story
  • The Difference
  • The Path
    • Foundation
    • Formation
    • Freedom
  • The Service
    • Investment Management
    • Financial Planning
    • 401(k) Rollovers
    • Fiduciary Advice
  • About
  • Blog
  • Accounts
    • Client Portal
    • Charles Schwab
    • RightCapital
    • AllGen Academy
  • Contact
Select Page
AllGen Financial Advisors Receives Top Honor for Outstanding Practices – Diversity and Inclusion by Investment News

AllGen Financial Advisors Receives Top Honor for Outstanding Practices – Diversity and Inclusion by Investment News

by AllGen Financial | Nov 23, 2020 | Company News, Featured Posts, Industry News

AllGen Financial Advisors Inc., headquartered in Orlando, Florida, has been selected by Investment News as one of the top two advisory firms for “Outstanding Practices” as part of their 2020 Diversity & Inclusion awards. Investment News uses their awards program...
Making College Affordable

Making College Affordable

by AllGen Financial | Oct 23, 2018 | Featured Posts, Financial Planning, Formation, Foundation, Learn How To Invest

If you have a junior or senior in high school, then you know it is that time of year to start thinking about college visits, SAT prep, graduation, and how the heck to pay for everything. If you are a parent of a freshman or sophomore, then you are just watching the...
Financial Planning Opportunities: Tax Season

Financial Planning Opportunities: Tax Season

by Jmartin | Mar 2, 2017 | Company News, Financial Planning

Mining your taxes for financial planning opportunities Who was this article written for?FoundationFormation Freedom Many emotions come flooding in around tax season; some dread filing taxes, others fear making a mistake, others are smooth sailing while their CPA works...
Should I Get Disability Insurance?

Should I Get Disability Insurance?

by Jmartin | Oct 5, 2016 | Allgen's Money Minute, Company News, YouTube Videos

The When and Why of Disability Insurance In this week’s episode of Allgen’s #MoneyMinute, Jason and Paul talk about the often overlooked topic of disability insurance when it comes to financial success. Have a listen as they explain what to keep in mind...

Become an #AllGenInsider!


Latest Posts

  • You Have the Retirement Savings—But Do You Have a Plan to Make Them Last?
  • If I Could Only Teach 3 Financial Lessons to Business Owners
  • AllGen Q2 2025 Market Update | Volatility, Valuations, and Financial Planning Insights
  • 5 Reasons to Partner With a Wealth Manager
  • Millennial Retirement Trends: How to Stay Ahead of the Curve

Categories

  • Allgen
  • AllGen Academy
  • Allgen's Money Minute
  • Charitable GIving
  • Company Events
  • Company News
  • Components of Financial Freedom
  • Coronavirus (COVID-19) Updates
  • Estate Planning
  • Events
  • Featured Posts
  • Financial Planning
  • Formation
  • Foundation
  • Freedom
  • From the Trade Desk
  • Fundamentals of Investing
  • Homebuying
  • Industry News
  • Just for Fun
  • Learn How To Invest
  • Market Commentary
  • Market Updates
  • Maximizing Your Investments
  • News
  • Retirement Investing
  • Retirement Planning
  • Social Security
  • Success Stories
  • Tax Planning
  • Uncategorized
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2025 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

  • Contact
  • Blog
  • The Services
  • The Path
  • The Team